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Property Worksheet

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					                                    Property Worksheet

Property                                             Name of Any Existing Beneficiary

Real Estate [list each piece of real estate by address]

________________________________________             _____________________________

________________________________________             _____________________________

Cash and Other Liquid Assets

cash

________________________________________             _____________________________

________________________________________             _____________________________

checking accounts

________________________________________             _____________________________

________________________________________             _____________________________

savings and money market accounts

________________________________________             _____________________________

________________________________________             _____________________________

certificates of deposit

________________________________________             _____________________________

________________________________________             _____________________________

precious metals

________________________________________             _____________________________

________________________________________             _____________________________

Securities (not in retirement accounts)

mutual funds

________________________________________             _____________________________
________________________________________         _____________________________

listed and unlisted stocks

________________________________________         _____________________________

________________________________________         _____________________________

government, corporate, and municipal bonds

________________________________________         _____________________________

________________________________________         _____________________________

annuities

________________________________________         _____________________________

________________________________________         _____________________________

Retirement Plan Assets (IRAs, Keoghs, Roth IRAs, 401(k) and 403(b) plans)

________________________________________         _____________________________

________________________________________         _____________________________

Vehicles

automobiles, trucks, and recreational vehicles

________________________________________         _____________________________

________________________________________         _____________________________

planes, boats, and other vehicles

________________________________________         _____________________________

________________________________________         _____________________________

Other Personal Property

household goods

________________________________________         _____________________________

________________________________________         _____________________________
valuable clothing, jewelry, and furs

________________________________________           _____________________________

________________________________________           _____________________________

collectibles, including artworks and antiques

________________________________________           _____________________________

________________________________________           _____________________________

tools and equipment

________________________________________           _____________________________

________________________________________           _____________________________

livestock or other valuable animals

________________________________________           _____________________________

________________________________________           _____________________________

money owed you (personal loans, etc.)

________________________________________           _____________________________

________________________________________           _____________________________

death benefits

________________________________________           _____________________________

________________________________________           _____________________________

life insurance (other than term insurance)

________________________________________           _____________________________

________________________________________           _____________________________

miscellaneous (any personal property not listed above)

________________________________________           _____________________________

________________________________________           _____________________________
Business Personal Property

business ownerships (partnerships, sole proprietorships, limited partnerships, limited liability
companies, corporations)

________________________________________              _____________________________

________________________________________              _____________________________

patents, copyrights, and trademarks (including the right to receive royalties)

________________________________________              _____________________________

________________________________________              _____________________________

miscellaneous receivables (mortgages, deeds of trust, or promissory notes held by you; any rents
due from income property owned by you; and payments due for professional or personal services
or property sold by you that have not been fully paid by the purchaser)

________________________________________              _____________________________

________________________________________              _____________________________

				
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